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Financial Services

Wealthcheck Financial Services is licensed to provide financial planning advice through Finspire Pty. Ltd., as outlined in our financial services guide. We offer our personal and corporate clients access and advice on a diverse range of superannuation, investments, personal and business risk insurance products.

We operate predominantly under the fee for service style of financial planning, however the choice of fee structure is at our clients’ discretion. This ensures you receive advice that is not biased by commission, and you receive the ongoing service and support that is essential to any successful financial planning relationship.

Wealthcheck’s experienced team is available to help you through every stage of your financial life, and unlike other financial services organizations, no client is too small. We believe trust is of major importance in selecting any financier or financial planner, and we aim to develop long term, mutually rewarding relationships with our clients.

WEALTHCHECK FINANCIAL SERVICES LINKS

   Financial Planning Association of Australia

     http://www.fpa.asn.au/

   Calculate how much tax you pay 
     http://calculators.ato.gov.au/scripts/asp/simpletaxcalc/main.asp

   Find Your Lost Super
     http://www.ato.gov.au/super/pathway.asp?pc=001/007/014&mfp=001&mnu=4456#001_007_014

   Fund Managers
     http://www.asgard.com.au/

   Who is Finspire
     http://www.finspire.com.au/